Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWA
4626
Lowe Wealth Advisors
Maryland
$197M +$11.3M +6% 4.69% 46.2% 368
WFG
4627
Wills Financial Group
Virginia
$197M +$11.5M +6% 6.51% 43.8% 68
HH
4628
HWG Holdings
Texas
$197M +$32.2M +20% 15.8% – 157
HP
4629
Hartree Partners
New York
$197M +$44.5M +29% 5.14% 99.3% 79
DFG
4630
Delphi Financial Group
Delaware
$197M -$5.82M -3% 1.7% 50.4% 35
CWA
4631
CJM Wealth Advisers
Virginia
$197M +$21.3M +12% 6.54% 57.8% 59
CWM
4632
Core Wealth Management
Florida
$197M +$11.8M +6% 2.58% – 24
BCM
4633
Beddow Capital Management
Wyoming
$197M -$2.73M -1% 0.31% 53.8% 54
SVI
4634
Strategic Vision Investment
Hong Kong
$197M -$69.9M -26% 3.34% 47.5% 23
EW
4635
Enzi Wealth
Texas
$197M +$1.69M +0.9% 5.85% 52.8% 72
TIA
4636
Tiemann Investment Advisors
California
$196M +$13.5M +7% 7.02% 66.6% 198
EM
4637
Excalibur Management
Massachusetts
$196M +$3.43M +2% 5.6% 63.7% 162
PK
4638
Pflug Koory
Nebraska
$196M +$12.3M +7% 7.4% – 428
BWL
4639
Beacon Wealthcare LLC
North Carolina
$196M +$4.75M +2% 3.93% 33.6% 17
UC
4640
Unio Capital
New Jersey
$196M +$9.29M +5% 11.1% 107% 43
SI
4641
Shaker Investments
Ohio
$196M +$16.9M +9% 9.58% 135% 95
ITIM
4642
Indiana Trust & Investment Management
Indiana
$196M +$11.3M +6% 7.42% 78.2% 128
KFSC
4643
Keystone Financial Services (Colorado)
Colorado
$196M +$9.11M +5% 5.47% 53.5% 79
WW
4644
Westshore Wealth
California
$196M +$5.28M +3% 4.5% 44% 121
EC
4645
Elequin Capital
New York
$196M +$53.4M +38% 1.37% 28.5% 691
HVP
4646
Hudson Value Partners
Florida
$196M +$19.9M +11% 9.65% 88.9% 116
BBWP
4647
Beacon Bridge Wealth Partners
Pennsylvania
$196M +$28.9M +17% 3.65% – 92
EAM
4648
Eukles Asset Management
Ohio
$196M +$11.7M +6% 7.76% 86.8% 245
MS
4649
Madden Securities
Texas
$195M +$6.52M +3% 6.96% 93.8% 95
IAG
4650
Investment Advisory Group
Massachusetts
$195M +$21.4M +12% 5.45% 49.1% 150
184 185
186
187 188